Title:
Investment Specialist / Financial Planner - Lethbridge

Requisition ID: 44288

Join the Global Community of Scotiabankers to help customers become better off.

Investment Specialist

As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Following a comprehensive financial planning framework, you will be responsible for driving investment sales and new client acquisition, while adhering to Global Sales Principles, compliance and regulatory requirements as well as establishing business development opportunities with prospects and clients within the assigned market area.

Key Accountabilities

Promote the development and sustainable growth of proprietary investment business in the assigned market area by:

Executing on business development plans for prospects and existing clients within the mass affluent market

Conducting outbound communications and proactive calling to prospects to remain top-of-mind for future business opportunities

A valid driver's license and access to a vehicle, in order to meet clients and prospects within the designated district

Second language an asset depending on target markets

Other Information

Please note that the compensation structure for this role is base plus variable pay. This is a mobile role and will require frequent travel.

Scotiabank is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest, however, only those candidates selected for an interview will be contacted.

Location(s): Canada : Alberta : Lethbridge

As Canada’s International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.